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WILLIAM SCHWARTZ

340 N 12TH ST PHILADELPHIA, PA 19107


CELL: (908)285-2775 EMAIL: William.R.Schwartz1@gmail.com

Summary
Strategic Management Associate with 3+ years of experience in the financial services industry. Strong demonstrated history
of operational efficiency, business strategy, and process improvement using critical analysis and technology. Skilled in MS
Excel, PowerPoint, SAP, and Qlikview. Experienced leader in project management with cross-functional partners.
Professional Experience
JP Morgan Chase & Co. Wilmington, Delaware
Strategic Management Associate – Credit Card Technology July 2018 – Present
 Provided client-focused management and control of finances, investment prioritizations, workforce strategy, and multi-
year organizational design enabling reduced risk, increased cost effectiveness, and accurate financial forecasts.
 Drove initiative to collect Furlough information from resource managers, saving the organization $1.3 MM in wages for
160 contractors and ensured all submissions were in compliance with official timeline, restrictions, and regulations.
 Managed demand forecasts to ensure accurate representation of dollar and hour allocations to various projects and
programs in the Credit Card Technology book of work.
 Collaborated with technology tower leads to resolve organizational breaks and improve key workforce ratios resulting
in an increase in overall Workforce Management Index score of 4% from July to December.
Global Finance and Business Management Analyst Program Newark, Delaware
Financial Analyst – CIB Trading Revenue June 2017 – July 2018
 Developed a User Interface for consolidating data files, improving productivity for the Trading Revenue Team by over
50% and eliminating approximately 4 days of manual work on a monthly basis.
 Enhanced the variance process by implementing a Qlikview tool that saved the team 8 hours monthly and allowed for
more in depth insight and analysis useful for several different financial reports.
 Organized a series of sessions to train 50 financial controllers to correctly navigate the new User Interface and worked
with the controllers on an individual basis to resolve any questions.
Financial Analyst – Derivative Firm-Wide External Reporting Control June 2016 – June 2017
 Coordinated major reporting change for a monthly foreign currency report by partnering with the legal team and senior
management in order to align to federal regulations and meet industry standards.
 Streamlined and improved processes for monthly and daily exposure reporting templates which saved 6 hours on a
weekly basis and provided a more detailed analysis of exposure.
 Analyzed and reconciled systemic breaks in daily, monthly, and quarterly exposure report by working with the
collateral operations team and product controllers to correctly pinpoint the systemic breaks.
Camber Pharmaceuticals, Inc. Piscataway, NJ
Finance/Accounting Intern June 2015- February 2016
 Forecasted cash flow and inventory movement for top customer accounts on a newly released product offering and
presented findings to senior managers in order to make decision about sales strategies.
 Implemented a new system for saving documents for future disputed claims which allowed the company to prove
products were delivered and signed for by the customers.
 Communicated with customers about inaccurate payments and outstanding claims which recovered $8,500 in unpaid
and outstanding payments for the company.
Education
The College of New Jersey Ewing, NJ
Bachelor of Science: Business Administration, Finance August 2012-May 2016
 Relevant Coursework: Strategic Management, Business Valuation, Bloomberg Aptitude Test – Top 9%, CIT Finance Case
Study Winner, Moody’s Independent Study, Corporate Finance, Investments
Activities and Interests
 TCNJ Varsity Football – Alumnus/Head of Freshmen Mentoring
 Special Olympics of Delaware/New Jersey – Volunteer/Mentor
 Beta Alpha Psi - Business Honors Fraternity
 JP Morgan NextGen - Business Resource Group
 TCNJ Financial Management Association – Student Resource Group